Bank OZK
OZK- Exchange
- Nasdaq
- SEC CIK
- 0001569650
No open-market purchases or sales by Bank OZK insiders were filed in the last 90 days; 529 institutions reported holding it in 13F filings for Q2 2026, worth $5.44B in total; Giverny Capital is the only superinvestor holding it.
Other share classesOZKAP
13F holders, Q4 2022
Institutional positions in Bank OZK as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 404
- +57 vs. Q3 2022
- Shares held
- 99.0M
- +2.25M (+2.3%) vs. Q3 2022
- Total value
- $3.96B
- +$137.7M (+3.6%) vs. Q3 2022
- New holders
- 81
- 141 more added
- Sold out
- 24
- 128 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OZK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 529 | $5.44B |
| Q1 2026 | 502 | $4.73B |
| Q4 2025 | 509 | $4.82B |
| Q3 2025 | 526 | $5.36B |
| Q2 2025 | 474 | $5.00B |
| Q1 2025 | 482 | $4.63B |
| Q4 2024 | 470 | $4.68B |
| Q3 2024 | 439 | $4.53B |
| Q2 2024 | 434 | $4.10B |
| Q1 2024 | 427 | $4.54B |
| Q4 2023 | 421 | $4.85B |
| Q3 2023 | 385 | $3.77B |
| Q2 2023 | 363 | $4.31B |
| Q1 2023 | 391 | $3.59B |
| Q4 2022 | 404 | $3.96B |
| Q3 2022 | 352 | $3.83B |
| Q2 2022 | 355 | $3.72B |
| Q1 2022 | 369 | $4.26B |
| Q4 2021 | 357 | $4.67B |
| Q3 2021 | 351 | $4.42B |
| Q2 2021 | 344 | $4.46B |
| Q1 2021 | 351 | $4.33B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Bank OZK; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| PSI Advisors, LLC | 3 | $120 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $280 | 0.00% | −7−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 8 | $320 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 8 | $320 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 8 | $364 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 16 | $641 | 0.00% | +16 | New |
| Godsey & Gibb Associates | 20 | $801 | 0.00% | +20 | New |
| Disciplined Investments, LLC | 23 | $921 | 0.00% | −5−17.9% | Reduced |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +8+42.1% | Added |
| Cutler Group LP | 46 | $1.00K | 0.00% | +46 | New |
| Steward Financial Group LLC | 45 | $1.00K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 35 | $1.40K | 0.00% | +4+12.9% | Added |
| Raffa Wealth Management, LLC | 38 | $1.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.52K | 0.00% | +38 | New |
| M&R Capital Management Inc | 43 | $1.72K | 0.00% | +43 | New |
| TD Waterhouse Canada Inc. | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 45 | $1.80K | 0.00% | +45 | New |
| Harbor Investment Advisory, LLC | 48 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $2.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $3.08K | 0.00% | −3−3.8% | Reduced |
| Schubert & Co | 84 | $3.37K | 0.00% | −4−4.5% | Reduced |
| Denali Advisors LLC | 90 | $3.60K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 100 | $4.10K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 108 | $4.33K | 0.00% | +8+8.0% | Added |
| Versant Capital Management, Inc | 127 | $5.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $6.42K | 0.00% | +160 | New |
| Global Retirement Partners, LLC | 162 | $6.49K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 187 | $7.00K | 0.00% | +58+45.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 180 | $7.00K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 183 | $7.32K | 0.00% | −22−10.7% | Reduced |
| CoreCap Advisors, LLC | 200 | $8.01K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 237 | $9.00K | 0.00% | +237 | New |
| TCI Wealth Advisors, Inc. | 235 | $9.41K | 0.00% | −100−29.9% | Reduced |
| Covestor Ltd | 247 | $10.0K | 0.01% | −4−1.6% | Reduced |
| Macroview Investment Management LLC | 258 | $10.3K | 0.02% | +9+3.6% | Added |
| Key Financial Inc | 294 | $11.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $12.0K | 0.00% | +300 | New |
| Column Capital Advisors, LLC | 305 | $12.2K | 0.00% | +305 | New |
| Quarry LP | 330 | $13.2K | 0.01% | +330 | New |
| Toth Financial Advisory Corp | 340 | $13.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 350 | $14.0K | 0.01% | +350 | New |
| Parallel Advisors, LLC | 418 | $16.7K | 0.00% | −211−33.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 438 | $17.5K | 0.00% | −49−10.1% | Reduced |
| Centerpoint Advisors, LLC | 449 | $18.0K | 0.01% | +449 | New |
| Harbour Investments, Inc. | 479 | $19.2K | 0.00% | −186−28.0% | Reduced |
| Dividend Assets Capital, LLC | 550 | $22.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 576 | $23.1K | 0.00% | +576 | New |
| Crewe Advisors LLC | 578 | $23.2K | 0.00% | −331−36.4% | Reduced |
| Hantz Financial Services, Inc. | 610 | $24.0K | 0.00% | −650−51.6% | Reduced |
| Investors Research Corp | 600 | $24.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 603 | $24.2K | 0.00% | −77−11.3% | Reduced |
| Comerica Securities,inc. | 771 | $30.9K | 0.00% | +771 | New |
| CWM, LLC | 813 | $33.0K | 0.00% | +573+238.8% | Added |
| Toronto Dominion Bank | 855 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 951 | $38.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $40.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,047 | $41.9K | 0.02% | +1,047 | New |
| Coppell Advisory Solutions Corp. | 1,047 | $41.9K | 0.02% | +1,047 | New |
| Fifth Third Bancorp | 1,058 | $42.4K | 0.00% | +60+6.0% | Added |
| Centennial Bank | 1,060 | $42.5K | 0.02% | +1,060 | New |
| Private Trust Co NA | 1,175 | $47.0K | 0.01% | −3−0.3% | Reduced |
| Proequities, Inc. | 1,208 | $48.4K | 0.00% | −75−5.8% | Reduced |
| Brown Brothers Harriman & Co | 1,248 | $50.0K | 0.00% | −14−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,246 | $50.0K | 0.00% | +95+8.3% | Added |
| Montag A & Associates Inc | 1,250 | $50.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,291 | $51.7K | 0.00% | +1,291 | New |
| TCTC Holdings, LLC | 1,400 | $56.1K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,460 | $58.5K | 0.00% | +223+18.0% | Added |
| Gradient Investments LLC | 1,522 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,594 | $63.9K | 0.00% | −96−5.7% | Reduced |
| State of Wyoming | 1,657 | $66.4K | 0.02% | −79−4.6% | Reduced |
| Belpointe Asset Management LLC | 1,801 | $72.2K | 0.00% | +1,801 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $73.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,869 | $74.9K | 0.03% | +1,869 | New |
| Signaturefd, LLC | 1,937 | $77.6K | 0.00% | −79−3.9% | Reduced |
| IFP Advisors, Inc | 1,536 | $79.0K | 0.00% | −284−15.6% | Reduced |
| Quadrant Capital Group LLC | 2,072 | $83.0K | 0.01% | +497+31.6% | Added |
| GWM Advisors LLC | 28,167 | $96.7K | 0.00% | +5,772+25.8% | Added |
| Meeder Asset Management Inc | 2,480 | $99.3K | 0.01% | +114+4.8% | Added |
| Shell Asset Management Co | 2,694 | $108.0K | 0.00% | −599−18.2% | Reduced |
| EMC Capital Management | 2,694 | $108.0K | 0.10% | +2,694 | New |
| Rockefeller Capital Management L.P. | 2,807 | $112.0K | 0.00% | −349−11.1% | Reduced |
| Itau Unibanco Holding S.A. | 2,992 | $120.7K | 0.00% | +2,992 | New |
| Tower Research Capital LLC (TRC) | 3,382 | $135.0K | 0.01% | −3,093−47.8% | Reduced |
| US Bancorp | 3,579 | $143.4K | 0.00% | +13+0.4% | Added |
| Van Eck Associates Corp | 3,623 | $145.0K | 0.00% | +285+8.5% | Added |
| C M Bidwell & Associates Ltd | 3,883 | $155.6K | 0.12% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,520 | $181.1K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4,700 | $188.0K | 0.06% | +4,700 | New |
| Hennion & Walsh Asset Management, Inc. | 5,015 | $201.0K | 0.01% | +5,015 | New |
| Evoke Wealth, LLC | 5,068 | $203.0K | 0.01% | +68+1.4% | Added |
| Beacon Pointe Advisors, LLC | 5,277 | $211.4K | 0.00% | −219−4.0% | Reduced |
| MQS Management LLC | 5,358 | $214.6K | 0.15% | +5,358 | New |
| Callan Family Office, LLC | 5,428 | $217.4K | 0.07% | +5,428 | New |